SANRECO Study Shows Significant Efficacy of Divesiran
- Significant Efficacy: At the EHA 2026 Annual Congress, Silence Therapeutics presented data showing that Divesiran significantly improved symptoms and quality of life in 21 phlebotomy-dependent patients with polycythemia vera, with phlebotomy needs dropping from 80 prior to treatment to just 5 during the active treatment period, demonstrating both effectiveness and durability.
- Sustained Effects: During the 16-week follow-up after the final dose, only 4 phlebotomies were reported, indicating a prolonged duration of Divesiran's effect, and among 14 patients with further follow-up data, the median time to first phlebotomy was 287 days, further supporting its long-term efficacy potential.
- Good Safety Profile: Divesiran exhibited good tolerability in clinical trials, with no dose-limiting toxicities observed, and the most common treatment-emergent adverse events were mild and transient injection-site reactions, with no serious adverse events reported, highlighting its safety.
- Future Outlook: The ongoing Phase 2 SANRECO study is evaluating Q6W and Q12W dosing regimens, with topline results expected in August 2026, which, if successful, will further solidify Divesiran's position in the treatment of polycythemia vera.
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SANRECO Study Shows Significant Efficacy of Divesiran
- Significant Efficacy: At the EHA 2026 Annual Congress, Silence Therapeutics presented data showing that Divesiran significantly improved symptoms and quality of life in 21 phlebotomy-dependent patients with polycythemia vera, with phlebotomy needs dropping from 80 prior to treatment to just 5 during the active treatment period, demonstrating both effectiveness and durability.
- Sustained Effects: During the 16-week follow-up after the final dose, only 4 phlebotomies were reported, indicating a prolonged duration of Divesiran's effect, and among 14 patients with further follow-up data, the median time to first phlebotomy was 287 days, further supporting its long-term efficacy potential.
- Good Safety Profile: Divesiran exhibited good tolerability in clinical trials, with no dose-limiting toxicities observed, and the most common treatment-emergent adverse events were mild and transient injection-site reactions, with no serious adverse events reported, highlighting its safety.
- Future Outlook: The ongoing Phase 2 SANRECO study is evaluating Q6W and Q12W dosing regimens, with topline results expected in August 2026, which, if successful, will further solidify Divesiran's position in the treatment of polycythemia vera.
Silence Therapeutics Q1 Financial Results Analysis
- Financial Performance: Silence Therapeutics reported a Q1 GAAP EPS of -$0.11 with revenue of $0.4 million, indicating challenges in revenue growth that may affect investor confidence.
- Cash Position: As of March 31, 2026, the company had $70.1 million in cash, cash equivalents, and short-term investments, including $5.7 million in cash and $64.4 million in short-term investments, providing a solid cash reserve to support future R&D efforts.
- Collaboration Revenue Growth: Collaboration revenue from AstraZeneca reached $0.4 million in Q1 2026, up from $0.1 million in Q1 2025, indicating progress in strategic partnerships that may secure future revenue streams.
- R&D Expense Reduction: R&D expenses for Q1 2026 were $9.1 million, significantly down from $20.8 million in Q1 2025, primarily due to the completion of zerlasiran Phase 3 readiness in 2025, reflecting improved R&D efficiency.
Silence Therapeutics Reports FY Financials
- Financial Overview: Silence Therapeutics reported a FY GAAP EPS of -$0.63, indicating challenges in profitability that may affect investor confidence and market perception.
- Revenue Performance: The company generated $0.5 million in revenue for the fiscal year, which, while modest, demonstrates ongoing operations in the biopharmaceutical sector and may lay the groundwork for future product development.
- Market Reaction: The reported losses have led to a cautious market outlook for Silence Therapeutics, potentially putting pressure on the stock price in the short term and impacting the company's ability to raise funds.
- Future Outlook: Despite the current financial struggles, the company is actively seeking to improve its financial situation through innovative therapies and strategic partnerships, which may attract more investor interest moving forward.
Bausch Health's Gradual Recovery Under Increased Scrutiny Following Lombard Odier's Stake Reduction
Lombard Odier's Stake Reduction: Lombard Odier Asset Management (USA) Corp sold 3,334,000 shares of Bausch Health Companies, reducing its position by approximately $22.56 million, which now represents 0.74% of the fund's assets.
Bausch Health's Financial Struggles: Bausch Health Companies has faced a decline in share price, down 24.6% over the past year, raising concerns about its ability to manage heavy debt and ongoing legal liabilities.
Investor Sentiment: The reduction in Lombard Odier's stake suggests a shift in investor confidence, indicating that while there may still be potential upside, the fund no longer holds the same level of conviction in Bausch Health's recovery.
Future Outlook: The company's ability to improve its cash generation and manage its capital structure will be crucial for its long-term potential, as it seeks to avoid asset sales that could undermine its equity case.
Monday's Underperformers: Auto Dealerships and Biotechnology Shares
Biotechnology Sector Performance: Biotechnology shares are down approximately 2.1% on Monday, with notable declines from Emergent BioSolutions and Silence Therapeutics, which fell by 15.4% and 8.1%, respectively.
Market Context: The decline in biotechnology stocks is part of a broader market trend, with auto dealerships also lagging behind on the same day.
Source Disclaimer: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Video Content: A video segment highlights the sector laggards, specifically focusing on auto dealerships and biotechnology stocks.
HC Wainwright & Co. Affirms Buy Rating for Silence Therapeutics, Keeps $75 Price Target Intact
Real-time Intelligence: Benzinga Pro offers the fastest news alerts to help traders stay informed and make winning trades in the stock market.
Exclusive Community: Joining Benzinga Pro connects users with over 10,000 serious traders and provides access to exclusive stories and insights from Benzinga reporters.
SANRECO Study Shows Significant Efficacy of Divesiran
- Significant Efficacy: At the EHA 2026 Annual Congress, Silence Therapeutics presented data showing that Divesiran significantly improved symptoms and quality of life in 21 phlebotomy-dependent patients with polycythemia vera, with phlebotomy needs dropping from 80 prior to treatment to just 5 during the active treatment period, demonstrating both effectiveness and durability.
- Sustained Effects: During the 16-week follow-up after the final dose, only 4 phlebotomies were reported, indicating a prolonged duration of Divesiran's effect, and among 14 patients with further follow-up data, the median time to first phlebotomy was 287 days, further supporting its long-term efficacy potential.
- Good Safety Profile: Divesiran exhibited good tolerability in clinical trials, with no dose-limiting toxicities observed, and the most common treatment-emergent adverse events were mild and transient injection-site reactions, with no serious adverse events reported, highlighting its safety.
- Future Outlook: The ongoing Phase 2 SANRECO study is evaluating Q6W and Q12W dosing regimens, with topline results expected in August 2026, which, if successful, will further solidify Divesiran's position in the treatment of polycythemia vera.
Silence Therapeutics Q1 Financial Results Analysis
- Financial Performance: Silence Therapeutics reported a Q1 GAAP EPS of -$0.11 with revenue of $0.4 million, indicating challenges in revenue growth that may affect investor confidence.
- Cash Position: As of March 31, 2026, the company had $70.1 million in cash, cash equivalents, and short-term investments, including $5.7 million in cash and $64.4 million in short-term investments, providing a solid cash reserve to support future R&D efforts.
- Collaboration Revenue Growth: Collaboration revenue from AstraZeneca reached $0.4 million in Q1 2026, up from $0.1 million in Q1 2025, indicating progress in strategic partnerships that may secure future revenue streams.
- R&D Expense Reduction: R&D expenses for Q1 2026 were $9.1 million, significantly down from $20.8 million in Q1 2025, primarily due to the completion of zerlasiran Phase 3 readiness in 2025, reflecting improved R&D efficiency.
Silence Therapeutics Reports FY Financials
- Financial Overview: Silence Therapeutics reported a FY GAAP EPS of -$0.63, indicating challenges in profitability that may affect investor confidence and market perception.
- Revenue Performance: The company generated $0.5 million in revenue for the fiscal year, which, while modest, demonstrates ongoing operations in the biopharmaceutical sector and may lay the groundwork for future product development.
- Market Reaction: The reported losses have led to a cautious market outlook for Silence Therapeutics, potentially putting pressure on the stock price in the short term and impacting the company's ability to raise funds.
- Future Outlook: Despite the current financial struggles, the company is actively seeking to improve its financial situation through innovative therapies and strategic partnerships, which may attract more investor interest moving forward.
Bausch Health's Gradual Recovery Under Increased Scrutiny Following Lombard Odier's Stake Reduction
Lombard Odier's Stake Reduction: Lombard Odier Asset Management (USA) Corp sold 3,334,000 shares of Bausch Health Companies, reducing its position by approximately $22.56 million, which now represents 0.74% of the fund's assets.
Bausch Health's Financial Struggles: Bausch Health Companies has faced a decline in share price, down 24.6% over the past year, raising concerns about its ability to manage heavy debt and ongoing legal liabilities.
Investor Sentiment: The reduction in Lombard Odier's stake suggests a shift in investor confidence, indicating that while there may still be potential upside, the fund no longer holds the same level of conviction in Bausch Health's recovery.
Future Outlook: The company's ability to improve its cash generation and manage its capital structure will be crucial for its long-term potential, as it seeks to avoid asset sales that could undermine its equity case.
Monday's Underperformers: Auto Dealerships and Biotechnology Shares
Biotechnology Sector Performance: Biotechnology shares are down approximately 2.1% on Monday, with notable declines from Emergent BioSolutions and Silence Therapeutics, which fell by 15.4% and 8.1%, respectively.
Market Context: The decline in biotechnology stocks is part of a broader market trend, with auto dealerships also lagging behind on the same day.
Source Disclaimer: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
Video Content: A video segment highlights the sector laggards, specifically focusing on auto dealerships and biotechnology stocks.
HC Wainwright & Co. Affirms Buy Rating for Silence Therapeutics, Keeps $75 Price Target Intact
Real-time Intelligence: Benzinga Pro offers the fastest news alerts to help traders stay informed and make winning trades in the stock market.
Exclusive Community: Joining Benzinga Pro connects users with over 10,000 serious traders and provides access to exclusive stories and insights from Benzinga reporters.
